Geneos Wealth Management Inc. - WELLS FARGO UTILITIES AND HI ownership

WELLS FARGO UTILITIES AND HI's ticker is ERH and the CUSIP is 94987E109. A total of 26 filers reported holding WELLS FARGO UTILITIES AND HI in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WELLS FARGO UTILITIES AND HI
ValueSharesWeighting
Q1 2022$8,0000.0%5750.0%0.00%
Q4 2021$8,000
+14.3%
5750.0%0.00%
Q3 2021$7,000
-12.5%
5750.0%0.00%
Q2 2021$8,0000.0%5750.0%0.00%
Q1 2021$8,000
+14.3%
5750.0%0.00%
Q4 2020$7,000
+16.7%
5750.0%0.00%
Q3 2020$6,000
-14.3%
5750.0%0.00%
Q2 2020$7,000
+40.0%
5750.0%0.00%
Q1 2020$5,000
-28.6%
5750.0%0.00%
Q4 2019$7,0000.0%5750.0%0.00%
Q3 2019$7,0000.0%5750.0%0.00%
Q2 2019$7,0000.0%5750.0%0.00%
Q1 2019$7,000
+16.7%
5750.0%0.00%
Q4 2018$6,000
-14.3%
5750.0%0.00%
Q3 2018$7,000
-76.7%
575
-74.7%
0.00%
-100.0%
Q4 2017$30,000
+42.9%
2,275
+33.8%
0.00%
+50.0%
Q3 2017$21,0001,7000.00%
Other shareholders
WELLS FARGO UTILITIES AND HI shareholders Q4 2020
NameSharesValueWeighting ↓
Bridge Advisory, LLC 233,518$2,870,0001.38%
PSI Advisors, LLC 8,697$105,0000.05%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 11,713$142,0000.02%
CITY HOLDING CO 4,117$50,0000.01%
WOLVERINE ASSET MANAGEMENT LLC 65,324$790,0000.01%
Cetera Advisors LLC 24,700$299,0000.01%
OSAIC HOLDINGS, INC. 148,315$1,795,0000.00%
FNY Investment Advisers, LLC 400$4,0000.00%
Cetera Advisor Networks LLC 18,601$225,0000.00%
Lee Financial Co 1,064$13,0000.00%
View complete list of WELLS FARGO UTILITIES AND HI shareholders